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Allworth Financial’s EXL Service EXLS Stock Holding History

Allworth Financial’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.6K Sell
3,041
-4,352
-59% -$128K ﹤0.01% 2120
2026
Q1 		$225K Buy
7,393
+6,201
+520% +$214K ﹤0.01% 1330
2025
Q4 		$50.6K Sell
1,192
-889
-43% -$36.3K ﹤0.01% 2183
2025
Q3 		$91.6K Sell
2,081
-41,521
-95% -$1.8M ﹤0.01% 1736
2025
Q2 		$1.91M Buy
43,602
+43,368
+18,533% +$1.98M 0.01% 490
2025
Q1 		$10.5K Buy
234
+32
+16% +$1.54K ﹤0.01% 2412
2024
Q4 		$10K Sell
202
-458
-69% -$19.8K ﹤0.01% 2433
2024
Q3 		$25.2K Sell
660
-17
-3% -$594 ﹤0.01% 1767
2024
Q2 		$23K Buy
677
+645
+2,016% +$19.4K ﹤0.01% 1796
2024
Q1 		$1.02K Sell
32
-14
-30% -$435 ﹤0.01% 3073
2023
Q4 		$1.42K Sell
46
-2
-4% -$57 ﹤0.01% 2826
2023
Q3 		$1.35K Sell
48
-467
-91% -$13.7K ﹤0.01% 2729
2023
Q2 		$15.6K Hold
515
– – ﹤0.01% 1689
2023
Q1 		$16.7K Hold
515
– – ﹤0.01% 1564
2022
Q4 		$17.5K Hold
515
– – ﹤0.01% 1428
2022
Q3 		$15K Sell
515
-15
-3% -$490 ﹤0.01% 1408
2022
Q2 		$16K Buy
+530
New +$15K ﹤0.01% 1330

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Allworth Financial's EXLS Position: Q2 2026 in Review

Allworth Financial reduced its EXL Service (EXLS) stake by 59% in Q2 2026, selling an estimated $128K and leaving 3,041 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Allworth Financial first reported a position in EXLS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q2 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Allworth Financial held 3,041 shares of EXL Service worth $78.6K as of Q2 2026.
  • Allworth Financial sold 4,352 EXL Service shares in Q2 2026, an estimated $128K.
  • EXL Service made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2120 holding.
  • Allworth Financial first reported a position in EXL Service in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's EXL Service position peaked at $1.91M in Q2 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.